Good Tuesday morning. Welcome to another hour of Squawk on the Street. I'm Sarah Eisen with Carl

Kintanilla and David Faber. Live as always from post nine of the New York Stock Exchange.

Take a look at stocks. Mixed picture because the Dow is down 293 points, but a big part of that

story is the 10% drop in United Healthcare weighing on the Dow is down 293 points, but a big part of that story is the

10% drop in United Healthcare weighing on the Dow. The S&P 500 is actually little changed.

If you look, just going inside the Dow, the UNH dragging 380 points off the Dow, Caterpillar

another 30 and then Chevron 18. So some of of the weaker spots there and that's why you see a

mixed picture in the S&P what's leading real estate financials having another good day after

better bank earnings consumer staples discretionary and technology all higher NASDAQ is up about

a little more than a tenth of a percent energy health, health care, and industrials are you're losing

sectors right now. You've got some strength in Apple, for instance, on the tech side. Tesla's

higher today. That's all helping the NASDAQ. Take a look at Treasuries. We reopen after yesterday's

closing for Columbus Day holiday, the 10-year yield, a little bit lower, under 4.1%.

Remember, we've been worried about higher yields creeping higher on the back of better data

and less expectations of Fed cutting.

The two-year yield, a little firmer at 3.9.

And then energy as well, in focus, of course, as always with geopolitics, having a sharp move lower, down

four and a half percent on WTI crude. Brent crude, down four percent. We'll talk about all of that. Thirty minutes here into this training session, here are three big movers we're watching. A number of healthcare names on the move on the back of earnings. So Dow members, United Health, as I mentioned, and also J&J, among them, United Health, the worth stock

in the Dow and the S&P 500 right now, while Walgreens is the biggest gainer on the S&P.

And then Cover Girl Parent Cody under pressure after a disappointing forecast there, and more

results out of the financials, Goldman Sachs, Charles Schwab and Bank of America, all reporting

this morning. We're going to break down the numbers, the stock reactions. We're also Schwab, and Bank of America, all reporting this morning.

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